HomeMy WebLinkAboutOC1969-0528 - ESTATE OF NICOPOLISRCC-134 18-65)
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF R.EVENU~
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF IbltlERI-7-ANCE TAX
APPRAISEMENT AND ASSESSMENT-OF
ASSETS NOT SUBJECT TO ADMlNISTRATION
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TO:__D;;;;..;;EA=.;;.;;.N:......::.:..M=--•.....;;.;N:..::;;.IC..;;.;;H;;;.;;O~L;;;;.S _
75 EASTWOOD AVENUE
WASHINGTON,PENNSYLVANIA 15301
Date:__~M~a~r~eh~2~5!.J'L...-:!!::1~9~6::!..9 _
County __W_A_S_H_IN_G_T_O_N _
County File No.-:--_
Bureau File No.Gd-62-~f'
~e have received notice that,
on January 17 19-.29,you came into ownership of certain property through
~1IIBdDDtx transfer from FREDA NICOPOLIS,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the Iiabil ity for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is herebr assessed consists of:Jt.Bank Acct.#S-1392 held in the
FIRST FEDERAL SAVINGS &LOAN ASSN.OF WASHINGTON,PA.,in the names of FREDA
NICOPOLIS IN TRUST FOR DEAN M.NICHOLS.Opened 5-20-64.Balance as of
date of death,$'.Iol.....,....l ...Q...O....woo _
a1praised by the Commonwealth,as of the date of death,at $__1-..::..,1_0_0_.0_0 _
00 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
$_-:1::.i,t.::1:....::O...::..O.:...0;;:.,;0:.....-._
66.00 -
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before Ap-ri 1 17 19 69 you may deduct a
discount of 5%of the amount of tax due,or
3.30
D This tax became del inquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
TOTAL AMOUNT DUE $
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
66.00
$=============_.
ASSESSED BY:--S62+J.~..~.<;"".,;.(!~~=--:~~......:-~=~-
{Agent for the Commonwealth}
APPRAI SED BY:----.~~-A~,,4...dZ..olL::l2~~
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
1?~ullMk~,¥
ri~~
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
h ...a::.nr fCii THE cor~m~OH'IJF,An~
COURT HOUSE
WASHINGTON~PENNA..153011
{over}
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom
you made payment,their official title and the-amount..'~,'..
Date Paid Name and Address'of pJyee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid fun~ral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrotor or other
person,al representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation ,Amount Paid
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
."
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19~
~"",."Signature of Taxpayer
REPORT OF REGISTER .OF WILLS
I,the undersigned,duly elected Register ofWills in and for the above county,do respectfully report that I
have allowed deductions listed above 'ifI the total amount of $0
Date of Approva I:---,_
Register of Wi lis
RCC-'03 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTME~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX DIVISION
INHERITANCE TAX RETURN ..
FOR INSOLVENT ESTATES ONLY
OF RESIDENT DECEDENTS COUNTY OF WASHINGTON
J
This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one
year after date of death,unless an extension is granted by the Secretary of Revenue.
Will
Admn.No.19__I,__D_E.:...:cA=...:.N--=M::;:,.•:.-...=,N;..=.I:-=C.=.:H=O=L=-S of 75 EASTWOOD AVE WASHINGTON,
(Name)(Address)PAMisc.•
being du Iy sworn according to law,deposes and says that he is the ---'O!I'"!:N~FLCO!lo!.R~MA~.u;N!..;JTL.-~(....T-LT -;JDLtJE~P"'"04;SJ,jII._,T.....OIJ,RPo-j)---
(Exec.,Adm.,Legatee,etc.)
of the estate of F_R_E_D_A-"N-'CI=-C"--O"--P=--=-O=L.=I.=S late of __---!W~AiJIoJS....H~I.uN-':'GL.LT-""'O'"!::N~--;-:---;---------
(City,Borough,or Township)
deceased,and that the whole of the estafe of s<Jid decedent,who died on __~J-"a'-"n~u,..,a""'ryL.,1:,.--1~7u,f--l.........9cto.6.....9L.__
(Date)
consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and-.
no Pennsylvania Transfer Inheritance Tax is due.
Sworn and subscribed before me
the day of 19__
(Signature)(Title)
Type of Asset:
Real Estate,Pers.
Property,Jointly
Held Prop.or
Transfers
ASSETS
(Attach additional sheets if necessary)
Description of Asset
Estimated
Market
Value
Department
Valuation
CAUTION
(Do not writ.e
in this space)
JT.HELD PERS:
Jt.Bank Acct.S-1392 held in the
FIRST FEDERAL SAVINS &LOAN ASSN.OF WASH-
INGTON,WASHINGTON,PA.,in the names of
FREDA NICOPOLIS IN TRUST FOR DEAN M.NICHO~S.
Openedxix 5-20-64.Balance as of date
of death,$1,100.00.Fully taxable 1,100.00 1,100.00
TOTALS 1,100.00 1,100.00
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointeCl Inheritance Tax Appraiser in and for the above County do respectfully report that I have
appraised the real and personal property as reported in the foregoing schedule a.t..th~~s~f9!th o~pos~te each item in
the last column to the right.~;;;r-~".
Dated:4-25-69 Inheritance Tax Apprai¥9
v
DEBTS AND DEDUCTIONS Amount Amount Approved
Name of Payee Nature of Claim Claimed by Register
B••SUPER,M.D.PROFESSIONAL SERVICES 20.00 20.00ANKROM'S NURSING
HOME NURSING CARE 148.48 148.48
ANNEX PHARMACY MEDICAL SUPPLIES &PRESCRIPTION~13.00 13.00
STEWARD BARNHILL FUNERAL EXCPENSES 982.00 982.00
TOTALS 1163.48 1.163.48
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for the above County,do respectfully report that I have allowed
deductions in the amounts set forth in the above schedule as claimed,except where I have set forth a greater or lesser amount
in the last column to the right,which greater or lesser amount represents the sum allowed as a deduction.
Date of Approval:_
-Reaist...of Wills
FILE #
Will }
Administration
63-69-528
No.Year__
IN THE
.,
....
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
FREDA NICOPOLIS
Deceased
Late of WASHINGTON
Coun1y of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL